See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,400 | $73,933+26.3% | $96,683-3.4% | $75,163+24.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 9.23% | 26.70%-17.5pp | 35.69%-26.5pp | 160.62%-151.4pp |
| Employer contribution / active EE | $2,335 | $2,928-20.2% | $3,737-37.5% | $2,670-12.5% |
| Participant deferral / active EE | $3,084 | $3,659-15.7% | $4,878-36.8% | $4,125-25.2% |
| Admin fee / account holder | $4,164 | $5,216-20.2% | $6,730-38.1% | $5,651-26.3% |